Nov. 14 at 3:25 AM
$INTC the
$TSM price hikes will make
$AAPL look for another foundry and FAST.
“…industry analysts project that the new 2nm chip—expected to be the A20 Pro chip and designated for the 2026 iPhone 18 Pro models—could cost Apple around
$280 per unit, according to these initial reports. This substantial increase would make the processor the most expensive single component in the device.”
This is the first time to I know of that an iPhone processor might cost more than the display.
History has shown when suppliers fuck with
$AAPL goals or bottom lines, they take things to their own hands. A JV with Intel foundry is looking more likley than ever (Ohio plant is fair game).
It’s no coincidence that
$AAPL just posted a job posting that mentions
$INTC foundry’s EMIB advanced packaging.
Grab
$INTC stock now.
https://appleosophy.com/2025/11/09/report-tsmc-informs-apple-of-price-hike-for-next-gen-chips/#:~:text=A%20second%2C%20more%20dramatic%20increase,or%20by%20visiting%20our%20website.
